With more than 20 years of experience in writing Wills and Trusts and probating Estates, the worse results for clients were DIY Wills created online or no Will at all. When a parent dies without consulting with an attorney who is familiar with the law and court opinions on interpreting Wills and the correct procedure to administer estates, then there are expensive problems for the surviving spouse or children.

I educate clients on the importance of planning for their family’s future with their estate planning strategies. Estate planning puts our clients in control with a proactive strategy for financial security, minimizing taxes and prevention of legal disputes. Planning ahead fosters family harmony with clear communication about clients’ intentions and encourages transparency of a clients’ goals that underpin the estate plan.

Estate planning is a gift to your family and reflects foresight and care. Your legacy will endure with a well-crafted plan including trusts or gifting.

Estate planning encompasses the purposeful accumulation, conservation, preservation, and transfer of an estate by establishing clear goals and objectives through planning and implementation of an estate plan.

The overall purpose of the estate planning process is to develop a plan that will promote and achieve the estate planning goals, values, and objections of individuals and their families and to carry out their charitable goals, if any.

Estate planning has come to include and mean lifetime planning that leads to creation, conversation, and transfer of assets. Estate planning should also facilitate the intended and orderly transfer of property at death, taking into consideration, the family unit, and the potential costs of different methods.

--- From National Association of Estate Planners and Councils

About the Author – Marie Feindt, JD 

Marie Feindt is the Planning Specialist – Estate Attorney at Members’ Wealth, a boutique wealth management firm that offers a comprehensive and holistic approach to serving individuals, families, business owners, and institutions. The firm’s goal is to preserve and grow its clients’ wealth to endure over time, while thoughtfully evolving its strategy to suit an ever-changing world. With over 20 years of estate planning experience, Marie and the Members’ Wealth team thrive on bringing clarity and confidence to clients’ unique situations. She believes everyone, young adults and older, need the essential documents to conserve and preserve and transfer assets accumulated during lifetime to the next generation.

Marie received her JD from Widener University School of Law, her bachelor’s degree from Penn State University, University Park and is currently enrolled in the Villanova University Charles Widger School of Law Graduate Tax Program.

Marie is an Adjunct Faculty at the Villanova University College of Professional Studies Paralegal Professional Certificate Program where she teaches Estates & Trusts and Civil Procedure & Litigation and Torts & Personal Injury Law.

Marie volunteers for a monthly legal clinic at The Salvation Army in Chester, PA facilitated by the Christian Legal Clinic of Philadelphia. She has served on the Women’s Commission of Delaware County and as a Board Member for the Delaware County Literacy Council.

Marie enjoys biking, reading, yoga and walking in her free time with her husband and three children.

To get in touch with the Members’ Wealth team today, I invite you to email info@memberswealthllc.com or call (267) 367-5453. 

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